FGWP

Founders Grove Wealth Partners Portfolio holdings

AUM $426M
1-Year Est. Return 12.5%
This Quarter Est. Return
1 Year Est. Return
+12.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1 +$2.81M
2 +$2.09M
3 +$1.33M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$1.27M
5
VV icon
Vanguard Large-Cap ETF
VV
+$920K

Top Sells

1 +$789K
2 +$542K
3 +$453K
4
FDX icon
FedEx
FDX
+$235K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$203K

Sector Composition

1 Healthcare 5.88%
2 Technology 3.84%
3 Financials 1.49%
4 Consumer Staples 0.9%
5 Consumer Discretionary 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$29.1M 8.11%
572,317
+41,100
2
$21.8M 6.08%
237,774
+30,611
3
$17.7M 4.92%
21,399
-955
4
$16.7M 4.65%
44,991
+2,126
5
$13.2M 3.69%
24,408
+910
6
$11M 3.05%
118,064
+8,371
7
$10.7M 2.98%
41,633
+3,579
8
$10.6M 2.94%
177,740
+14,151
9
$10.3M 2.87%
206,326
+25,422
10
$8.76M 2.44%
167,275
+25,367
11
$8.19M 2.28%
39,648
+1,373
12
$7.13M 1.99%
55,316
+434
13
$7.13M 1.99%
41,281
+2,786
14
$7.05M 1.96%
58,995
+1,620
15
$6.83M 1.9%
20,995
+913
16
$6.76M 1.88%
149,425
+10,065
17
$6.48M 1.81%
24,496
+1,628
18
$6.15M 1.71%
11,962
+1,625
19
$6.07M 1.69%
27,321
-250
20
$5.94M 1.65%
56,211
+3,610
21
$5.88M 1.64%
23,733
+707
22
$5.37M 1.5%
28,198
+2,236
23
$5.14M 1.43%
13,688
-21
24
$5.08M 1.42%
87,127
+3,680
25
$4.89M 1.36%
227,546
-1,574